u/Slight_Ad_6375

$14,958 MTD / $3,928 WTD — collected ~$24.7k, paid ~$9.8k buying back positions

Open cash-secured puts:

• AMZN $220 (17 Jul)
• GOOGL $315 (31 Jul)
• AVGO $320 & $360 (17 Jul)
• UBER $69 (2 Jul)
• MU $590 (17 Jul)

I personally feel that the "AI capex" bear case for the hyper scalers is overblown. I'll probably roll the AVGO $360 position.

Biggest mistake this month, is that I bought back GOOGLs call for ~$1,100 loss after selling it out of frustration (the forever-red days are frustrating!)